Can I transfer my existing investments to Waddell & Reed?

Yes, you can transfer your existing investments to Waddell & Reed. We understand the importance of consolidating your investments and offer a seamless process for transferring your accounts. Whether you have individual stocks, mutual funds, or retirement accounts, our dedicated team of professionals will guide you through the transfer process. We work closely with your current investment firm to ensure a smooth and efficient transfer, minimizing any disruption to your investment strategy. Additionally, our experienced advisors will review your current investments and provide personalized recommendations to align your portfolio with your financial goals. Trust Waddell & Reed to simplify the transfer and help navigate your investment journey.